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Financial Calculators

72(t) Distributions - Substantially Equal Periodic PaymentsThe IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP.
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Retirement Shortfall CalculatorRunning out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

IQ Wealth Management
7702 E Doubletree Ranch Road Suite 300
Scottsdale, AZ

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.